Multi-year equity-comp optimizer: ISO/NSO/RSU/QSBS/hedging. Federal + 50 states + DC tax code.
Optionsahoy MCP server is a hosted integration for AI assistants that speak the Model Context Protocol. Multi-year equity-comp optimizer: ISO/NSO/RSU/QSBS/hedging. Federal + 50 states + DC tax code.
Tested and hardened. Input safety: requests are validated against the published schema; bad inputs return a clear 400 with the offending field named, never a crash or a wrong number, and the live API is re-checked by a robustness suite after every deploy. · Test suite: the calculation engine is covered by more than a thousand automated tests across the federal and 50-state tax logic, AMT credit recovery, and option pricing; a failing test blocks the release.
Once Optionsahoy is connected, these are the calls the assistant has available:
amt_iso_optimize — Multi-year ISO exercise schedule that maximizes after-tax net final value at the planning horizon, modeling AMT credit recovery, grant expirationnso_calculate — After-tax payout on an NSO exercise (federal, state, FICA), comparing sell-at-exercise vs hold for long-term capital gainsrsu_sell_vs_hold — RSU vest decision: sell at vest vs hold for long-term capital gains, including the gap between 22% supplemental withholding and your marginal bracketconcentration_analyze — Single-stock concentration risk (drawdown exposure at 30/50/70% downside), comparing after-tax sell-down, hold, and hedge strategiesprotective_put_price — Protective put, zero-cost collar, and put spread pricing via Black-Scholes: annualized hedge cost, maximum loss, upside cap, protected bandqsbs_check — Section 1202 QSBS qualification across the six statutory tests, with the OBBBA 2026 tiered exclusion and per-state conformityequity_funding_plan — Multi-year, multi-stack sell schedule to hit a target after-tax amount by a deadline; returns four named plans plus the full risk/wealth frontierrsu_lot_optimize — Which vested RSU lots to sell, and on which dates, to divest a target share fraction at the lowest computed tax: specific-lot identificationBeing a remote server, there is no local install. You register the endpoint with your client, authorise it once, and the tools appear.
Among the developer tooling options, the useful question is rarely "what can it do" but "what does it cost you to run" — permissions, credentials, and how much of your context its toolset consumes. Optionsahoy's toolset — amt_iso_optimize, nso_calculate, rsu_sell_vs_hold and 5 more — is a fair guide to whether it matches your workflow. It is maintained by AlvisoOculus; worth a glance at recent repository activity before you build anything load-bearing on it.
SyncDev reviews every entry in this directory against the project's own documentation before publishing, and revisits them as servers change.
| Tool | What it does |
|---|---|
| amt_iso_optimize | Multi-year ISO exercise schedule that maximizes after-tax net final value at the planning horizon, modeling AMT credit recovery, grant expiration, and the post-termination exercise window |
| nso_calculate | After-tax payout on an NSO exercise (federal, state, FICA), comparing sell-at-exercise vs hold for long-term capital gains |
| rsu_sell_vs_hold | RSU vest decision: sell at vest vs hold for long-term capital gains, including the gap between 22% supplemental withholding and your marginal bracket |
| concentration_analyze | Single-stock concentration risk (drawdown exposure at 30/50/70% downside), comparing after-tax sell-down, hold, and hedge strategies |
| protective_put_price | Protective put, zero-cost collar, and put spread pricing via Black-Scholes: annualized hedge cost, maximum loss, upside cap, protected band, floor-hit probability, and which structure it recommends |
| qsbs_check | Section 1202 QSBS qualification across the six statutory tests, with the OBBBA 2026 tiered exclusion and per-state conformity |
| equity_funding_plan | Multi-year, multi-stack sell schedule to hit a target after-tax amount by a deadline; returns four named plans plus the full risk/wealth frontier |
| rsu_lot_optimize | Which vested RSU lots to sell, and on which dates, to divest a target share fraction at the lowest computed tax: specific-lot identification, long-term deferral, and multi-year bracket spreading with in-plan loss carryfo |
{
"mcpServers": {
"optionsahoy": {
"command": "npx",
"args": ["-y", "add-mcp"]
}
}
}Add to claude_desktop_config.json, then restart Claude Desktop.
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